PBJ vs. WLTG ETF Comparison
Comparison of PowerShares Dynamic Food & Beverage (PBJ) to WealthTrust DBS Long Term Growth ETF (WLTG)
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$45.71
Average Daily Volume
14,398
28
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$28.32
Average Daily Volume
2,262
32
Performance
| Period | PBJ | WLTG |
|---|---|---|
| 30 Days | -1.05% | 5.16% |
| 60 Days | -3.97% | 10.02% |
| 90 Days | -5.05% | 8.77% |
| 12 Months | 2.65% | 33.54% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PBJ | Weight in WLTG | Overlap | |
|---|---|---|---|---|---|
| TSN | D | 2.68% | 2.0% | 2.0% |
PBJ Overweight 27 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| STZ | B | 5.25% | |
| KO | A | 5.21% | |
| CMG | D | 4.99% | |
| MDLZ | D | 4.97% | |
| CTVA | D | 4.86% | |
| GIS | D | 4.81% | |
| KR | C | 4.76% | |
| KHC | D | 4.64% | |
| SAM | C | 3.2% | |
| WING | B | 3.01% | |
| VITL | C | 3.01% | |
| PPC | B | 2.91% | |
| SFM | B | 2.84% | |
| LANC | B | 2.81% | |
| BG | B | 2.78% | |
| BRBR | B | 2.76% | |
| ADM | C | 2.74% | |
| DOLE | C | 2.72% | |
| POST | C | 2.71% | |
| FRPT | A | 2.69% | |
| AGRO | D | 2.69% | |
| WMK | D | 2.67% | |
| SEB | F | 2.62% | |
| ANDE | D | 2.6% | |
| NOMD | D | 2.56% | |
| KLG | F | 2.41% | |
| CELH | F | 1.91% |
PBJ Underweight 31 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | A | -15.73% | |
| AMZN | A | -5.51% | |
| META | A | -5.24% | |
| MGK | A | -5.16% | |
| NVDA | B | -4.06% | |
| LLY | A | -3.38% | |
| GOOGL | A | -3.37% | |
| NFLX | A | -3.29% | |
| AAPL | A | -2.87% | |
| RCL | B | -2.81% | |
| MSFT | A | -2.72% | |
| COST | A | -2.5% | |
| ARM | A | -2.25% | |
| HAL | F | -2.05% | |
| HLT | B | -2.05% | |
| EG | D | -1.79% | |
| AMAT | B | -1.61% | |
| LNG | B | -1.6% | |
| DAL | D | -1.56% | |
| PGR | B | -1.56% | |
| REGN | B | -1.5% | |
| FANG | B | -1.5% | |
| CAT | D | -1.48% | |
| PHM | D | -1.47% | |
| VRTX | B | -1.47% | |
| V | C | -1.41% | |
| DOW | D | -1.35% | |
| HMC | D | -1.29% | |
| AMD | B | -1.19% | |
| LDOS | B | -1.01% | |
| IWF | A | -0.04% |
PBJ: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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